We are one of the UK’s leading providers of wealth management and employee benefit services, advising over 6,000 clients with assets under management, administration and advice in excess of £5 billion.
With offices in Leicester, London, Aberdeen, Glasgow and Newmarket, we can offer a high quality service to clients nationwide who are looking for an experienced and reliable wealth manager in the financial services industry.
By building long-term client relationships, our aim is to provide trusted advice, high service standards and personalised delivery.
We provide integrated services for individuals, embracing pension consultancy, with a strong specialism in self-invested personal pension schemes and small self-administered pension schemes; personal investment and estate planning. For corporate clients, we provide a comprehensive range of employee benefits services.
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